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Home > Institutional Investor > Mw Advisory, Llc > Profile

Instuitional Investor - Mw Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Mw Advisory, Llc
Portfolio Value $250,259,692
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 765,193 $62,187,228 24.85%
2.
Invesco Exch Trd Slf Idx Fd
 241,529 $16,554,398 6.61%
3.
Janus International Group Inc.
 JBI 2,183,549 $12,118,697 4.84%
4.
Nvidia Corp
 NVDA 53,946 $10,794,096 4.31%
5.
Ishares Trust
 IEF 11,450 $8,574,518 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.